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#1
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Need help creating a function
I have a spreadsheet that compiles a specific incentive given to customers.
I need to be able to total the number of people who received the incentive based on the date they moved in. I want to create this on a "totals" sheet within my workbook. I can figure out how to total all the incentives given but not how to total by specific date. Thanks to anyone that can help me. |
#2
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Need help creating a function
chrspty wrote:
I have a spreadsheet that compiles a specific incentive given to customers. I need to be able to total the number of people who received the incentive based on the date they moved in. I want to create this on a "totals" sheet within my workbook. I can figure out how to total all the incentives given but not how to total by specific date. Thanks to anyone that can help me. Are you familiar with pivot tables? They offer a straightforward solution. I'm abbreviating a bit here but hopefully you can fill in the blanks. Select your table of customers and dates, Data | Pivot Table. Place your date in the "row" area and customers in the "data" area. This should by default give you customer counts by date. |
#3
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Need help creating a function
You could also use a sumif() or a countif() function, although for a general
reporting purpose, PivotTables are better (although a little more advanced and sometimes more frustrating to use). If you have each date listed on your "Totals" sheet in Column B; Sheet2, Column B holds the customers date, and Column C contains the price of the incentive. For your daily incentives total: =SUMIF(Sheet2!B:B,Totals!B2,Sheet2!C:C) If you just want to know how many you handed out on that day, use the formula: =COUNTIF(Sheet2!B:B,Sheet1!B2) Hope this helps, Jim |
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